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Insider Information:   Atkinson Tracy A
Relationship:   Director
City:   Boston
State:   MA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   84,599    

Indirect Shares

  0      
Direct Value   $5,215,791    

Indirect Value

  $0      
Total Shares   84,599      
Total Value   $5,215,791      


State Street Corp
 $2,352,696 RTX Corp
 $695,018 United States Steel Corp
 $1,339,946 Affiliated Managers Group Inc
 $645,089 Citizens Financial Group, Inc.
 $183,042 State Street Corp
 $2,352,696 RTX Corp
 $695,018 United States Steel Corp
 $1,339,946 Affiliated Managers Group Inc
 $645,089 Citizens Financial Group, Inc.
 $183,042
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    0    

     Stock price went up :

    2   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   2.0   
   0.0   
     Percentage Gain/Loss :
   91.3%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Raytheon Co RTN Director 2020-04-03 0 2014-07-23 0    Premium*  
            State Street Corp STT Executive Vice President 2020-02-27 31,207 0    Premium*  
            RTX Corp RTX Director 2022-02-18 6,880 2020-04-03 0    Premium*  
            United States Steel Corp X 2024-04-30 37,314 2020-08-15 0    Premium*  
            Affiliated Managers Group Inc AMG Director 2024-03-05 4,020 2020-09-09 0    Premium*  
            Citizens Financial Group, Inc. CFG Director 2024-05-15 5,178 2024-03-01 0    Premium*  
* Premium Members only  

Records found :    36         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
AMG Affiliated Managers Group... Director   •       •      –    2022-08-15 4 OE $0.00 $0 D/D 204 2,159 0 -
AMG Affiliated Managers Group... Director   •       •      –    2023-01-01 4 OE $0.00 $0 D/D 260 2,419 0 -
AMG Affiliated Managers Group... Director   •       •      –    2023-03-05 4 OE $0.00 $0 D/D 399 2,818 0 -
X United States Steel Corp Director   –       •      –    2023-04-25 4 A $0.00 $0 D/D 6,767 32,626 0 -
AMG Affiliated Managers Group... Director   •       •      –    2023-08-15 4 OE $0.00 $0 D/D 398 3,216 0 -
AMG Affiliated Managers Group... Director   •       •      –    2024-01-01 4 OE $0.00 $0 D/D 260 3,476 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-03-01 4 A $0.00 $0 D/D 692 692 0 -
AMG Affiliated Managers Group... Director   •       •      –    2024-03-05 4 OE $0.00 $0 D/D 544 4,020 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-04-25 4 A $0.00 $0 D/D 4,428 5,120 0 -
X United States Steel Corp   –       •      –    2024-04-30 4 A $0.00 $0 D/D 4,498 37,314 0 -
CFG Citizens Financial Group,... Director   –       •      –    2024-05-15 4 A $0.00 $0 D/D 58 5,178 0 -

  36  Records found
  1   2     
  Page 2 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed